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DTSTART:20230509T154500Z
DTEND:20230509T170000Z
LOCATION:Hope Valley Country Club -- Durham
UID:2416820230509T154500ZDurham-Orange Estate Planning Council Lunch Meeting
DTSTAMP:20260524T155757Z
DESCRIPTION:\nDURHAM-ORANGE ESTATE PLANNING COUNCIL\n \nLUNCH MEETING -- TUESDAY, 5.9.2023 --- 11:45 A.M. -- 1:00 P.M. \n \nHOPE VALLEY COUNTRY CLUB -- DURHAM \n \nGUEST SPEAKER: RICHARD NELSON, CFA®, CFP®, AEP®\n \nAssociate Wealth Strategist\n \nBNY Mellon Wealth Management\n \nPRESENTATION TOPIC: SECURE ACT 2.0 \n \n \n \nRichard is an Associate Wealth Strategist based in New York.  In this role, Richard provides complex investment risk analysis, Estate Planning Reviews, Research and Modeling of Wealth Management Strategies for The Private Wealth Portfolio Management Team, Family Wealth Advisors, and Wealth Strategists.  \n \nRichard has been with BNY Mellon for 30+ Years and worked in various roles as Portfolio Officer, Associate Research Analyst, Financial Planner, and Trust Tax Team Manager. \n \nEDUCATION:\n \nMaster of Science, Taxation ,\n \nFairleigh Dickinson\n \nSilberman College of Business\n \nBachelors Business Administration, Baruch College\n \nCERTIFICATIONS:\n \nCertified Financial Planner™\n \nCharter Financial Analyst\n \nAccredited Estate Planner™\n \nMEMBERSHIPS:\n \nMember, CFA Institute\n \nMember, NYSSA\n \nMember, Financial Planning Association\n \nMember Estate Planning Council of Northern New Jersey\n \nMember, National Association of Estate Planners & Councils\n \n \n
SUMMARY:Durham-Orange Estate Planning Council Lunch Meeting - Durham Orange Estate Planning Council 
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DESCRIPTION:Reminder
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